Dell Technologies (NYSE:DELL) Shares Climb 3.8% – Still a Buy?

Dell Technologies Inc. (NYSE:DELL) shares traded up 3.8% during trading on Friday. The stock traded as high as $350.36 and last traded at $329.0180. 8,546,331 shares changed hands during mid-day trading, an increase of 4% from the average daily volume of 8,217,229 shares. The stock had previously closed at $316.91.

More Dell Technologies News

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: AI-server stocks recovered some ground as investors reassessed the recent sell-off. Dell’s reported AI backlog and steady earnings expectations support the view that demand remains strong for now. Article: Super Micro Computer and Dell Climb as AI Server Stocks Rebound
• Positive Sentiment: Despite investor concerns about AI-infrastructure spending, Dell and Nvidia continue to report strong revenue growth—evidence that worries about demand have not yet shown up as a broad slowdown in results. Article: Dell vs. Nvidia: Which Is the Better Buy for 2027?
• Neutral Sentiment: Recent coverage also frames the pullback as a potential buying opportunity: lower share prices have eased valuation concerns, while analysts expect Dell to continue growing. Article: Why It’s Time to Buy the Pullback in Dell Stock
• Negative Sentiment: The rebound follows steep losses tied to fears that political changes could slow data-center construction. Reports also flagged memory-supply constraints and broader doubts about how long rapid AI-infrastructure spending can continue. Article: The AI Selloff Is Getting Worse
• Negative Sentiment: Investors remain wary of risks across AI-server makers, including cash burn, debt, and political threats to data-center projects. Those concerns could limit the recovery if the sector bounce fades. Article: AI Server Stocks Rebound From Election Sell-Off

Analyst Upgrades and Downgrades

DELL has been the topic of several recent research reports. Wells Fargo & Company upped their price target on Dell Technologies from $505.00 to $545.00 and gave the stock an “overweight” rating in a research note on Friday, August 14th. Morgan Stanley raised their price objective on Dell Technologies from $499.00 to $511.00 and gave the company an “equal weight” rating in a research report on Monday, September 21st. Royal Bank Of Canada began coverage on shares of Dell Technologies in a report on Thursday, September 10th. They set an “outperform” rating and a $640.00 target price on the stock. Daiwa Securities Group upped their target price on shares of Dell Technologies from $465.00 to $625.00 and gave the stock an “outperform” rating in a research report on Friday, September 18th. Finally, Mizuho increased their price target on shares of Dell Technologies from $600.00 to $650.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, Dell Technologies presently has an average rating of “Moderate Buy” and an average price target of $569.96.

Dell Technologies Price Performance

The firm’s 50 day moving average price is $507.68 and its 200-day moving average price is $335.34. The stock has a market cap of $209.19 billion, a P/E ratio of 19.10, a P/E/G ratio of 0.39 and a beta of 1.45.

Dell Technologies (NYSE:DELL) last announced its quarterly earnings data on Tuesday, September 1st. The technology company reported $7.04 earnings per share for the quarter, topping analysts’ consensus estimates of $4.91 by $2.13. Dell Technologies had a net margin of 7.53% and a negative return on equity of 578.85%. The company had revenue of $46.97 billion during the quarter, compared to analyst estimates of $44.89 billion. During the same period in the previous year, the business earned $1.70 EPS. The firm’s revenue for the quarter was up 57.7% on a year-over-year basis. Dell Technologies has set its FY 2027 guidance at 25.500-25.500 EPS and its Q3 2027 guidance at 6.500-6.500 EPS. On average, analysts expect that Dell Technologies Inc. will post 25.13 earnings per share for the current year.

Dell Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Tuesday, October 20th were given a dividend of $0.63 per share. The ex-dividend date of this dividend was Tuesday, October 20th. This represents a $2.52 annualized dividend and a dividend yield of 0.8%. Dell Technologies’s dividend payout ratio (DPR) is 14.63%.

Insider Activity

In other news, Director Silver Lake Partners Iv, L.P. sold 1,800 shares of Dell Technologies stock in a transaction that occurred on Friday, October 9th. The shares were sold at an average price of $586.40, for a total value of $1,055,520.00. Following the completion of the sale, the director directly owned 1,404,569 shares in the company, valued at $823,639,261.60. The trade was a 0.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Egon Durban sold 1,850 shares of the business’s stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $548.40, for a total transaction of $1,014,540.00. Following the transaction, the director directly owned 1,405,236 shares of the company’s stock, valued at $770,631,422.40. The trade was a 0.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,819,650 shares of company stock worth $991,183,596. 41.50% of the stock is owned by corporate insiders.

Institutional Trading of Dell Technologies

Large investors have recently modified their holdings of the company. Collective Family Office LLC grew its stake in shares of Dell Technologies by 1.5% during the third quarter. Collective Family Office LLC now owns 1,299 shares of the technology company’s stock worth $699,000 after purchasing an additional 19 shares in the last quarter. North Star Investment Management Corp. increased its holdings in Dell Technologies by 0.3% in the third quarter. North Star Investment Management Corp. now owns 6,992 shares of the technology company’s stock valued at $3,761,000 after buying an additional 21 shares during the last quarter. Cornerstone Financial Management LLC raised its stake in Dell Technologies by 56.1% in the second quarter. Cornerstone Financial Management LLC now owns 64 shares of the technology company’s stock valued at $28,000 after buying an additional 23 shares in the last quarter. Beaumont Financial Advisors LLC raised its stake in Dell Technologies by 0.3% in the third quarter. Beaumont Financial Advisors LLC now owns 8,713 shares of the technology company’s stock valued at $4,687,000 after buying an additional 24 shares in the last quarter. Finally, Blue Bell Private Wealth Management LLC raised its stake in Dell Technologies by 5.4% in the third quarter. Blue Bell Private Wealth Management LLC now owns 469 shares of the technology company’s stock valued at $252,000 after buying an additional 24 shares in the last quarter. Institutional investors own 76.37% of the company’s stock.

Dell Technologies Company Profile

Dell Technologies is a global technology company that develops, sells and supports computers and related infrastructure. Its products include personal computers, workstations, monitors and peripherals, as well as servers, storage systems and networking equipment for businesses and other organizations.

The company also provides technology services and solutions, including support, consulting and offerings related to cloud computing, data management and cybersecurity. Dell serves consumers, businesses, governments and other institutions in markets around the world.

Founded by Michael Dell in 1984, the company is headquartered in Round Rock, Texas.